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Bethany Wilkinson

Chief Talent Officer at Moneta Group Investment Advisors

Officer recordForm ADV filed 31 March 2026

Bethany Wilkinson is Chief Talent Officer of Moneta Group Investment Advisors, LLC, a St. Louis investment adviser.

Career

Bethany Wilkinson has been Chief Talent Officer of Moneta Group Investment Advisors since January 2021. Bethany Wilkinson is a control person of the firm and directly owns under 5% of it.

Moneta Group Investment Advisors, LLC is a St. Louis, MO firm with $50.5B under management, 9,163 clients and 239 advisers across 10 offices, as of its March 2026 filing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Bethany Wilkinson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Bethany Wilkinson
CRD
8068860
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Bethany Wilkinson work?

Bethany Wilkinson has been Chief Talent Officer of Moneta Group Investment Advisors, LLC since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Moneta Group Investment Advisors

Sources

  1. IAPD individual lookup, CRD 8068860. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Moneta Group Investment Advisors, LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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